Corey
Franco
Noblebridge Wealth
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About this Advisor
Corey Franco is a financial advisor who works in North Caldwell, New Jersey with a total of 15 years of relevant experience. Franco currently works for Noblebridge Wealth. Franco has gained experience at Herbert J Sims & Co Inc, Noblebridge Wealth Mgmt LLC, Cross Creek Capital Management, LLC, Great Lakes & Atlantic Wealth Management, Noblebridge Wealth Insurance Advisors, LLC, Noblebridge Wealth Partners LLC and M.S. Howells & Co. Franco holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey, New York and Texas. Noblebridge Wealth is a financial advisory company operating in North Caldwell, New Jersey. The company has offices in seven locations and a total of 11 employees. It has $131 million in assets under management across its 743 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 743 accounts, just 14% are held by high-net-worth investors who have more than $1 million in assets available to invest. Noblebridge Wealth performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically depend on the type of financial services. Fee types charged by Noblebridge Wealth likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Noblebridge Wealth Brokerage Details
$130,957,226
11
743
$176,255
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Corey Franco Work History
Corey has been registered as a financial advisor for 15 years.*
Noblebridge Wealth Insurance Advisors, LLC
Noblebridge Wealth Partners LLC
Noblebridge Wealth Mgmt LLC
Great Lakes & Atlantic Wealth Management
M.S. Howells & Co
Herbert J Sims & Co Inc
Cross Creek Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Corey Franco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Noblebridge Wealth
Charlotte, NC
North Caldwell, NJ
Nutley, NJ
North Caldwell, NJ
Las Vegas, NV
Herndon, VA
North Caldwell, NJ
Weston, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
